Engagement Letter & Proposal Management

• Maintain engagement letters and manage the proposal control list by recording, tracking status, performing completeness checks, and ensuring proper filing.
• Ensure timely recording and monitoring of engagement letters, proposals, and supporting documents.

Administrative & Documentation Support

• Maintain client contact information and update internal databases.
• Organize and monitor hard copy and soft copy engagement files, ensuring accuracy and completeness.
• Oversee and monitor the Document Centre for the Tax & Advisory Department, ensuring effective control and compliance with firm policies.

Office & Departmental Support

• Manage office administration matters such as maintaining office supplies and supporting smooth daily operations.
• Monitor billing instructions to ensure accuracy and timely submission.
• Assist in coordinating training arrangements for the department.
• Manage the Learning Management System (LMS) and monitor staff training hours to ensure compliance with the firm’s CPD/learning policy.
• Support management team in practice administration tasks related to Tax & Advisory services.

Process Improvement & Compliance

• Ensure adherence to firm policies and procedures in all administrative matters.
• Proactively identify areas for efficiency and workflow improvements within the practice administration function.
• Prepare Standard Operating Procedures (SOPs) and update them as required to reflect process improvements and compliance requirements.

Other Responsibilities

• Carry out other tasks delegated by the Head of Department (HOD) or direct superior.